Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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If you’re struggling to pinpoint or effectively communicate your “why”, reach out to us.
Bluerock Hires Alternatives Industry Veteran Julia Phillips as Chief Marketing Officer
Bluerock announced today that it has hired industry veteran Julia Phillips to serve as Managing Director and Chief Marketing Officer.
ExchangeRight’s Essential Income REIT Continues its Significant Market Outperformance as Measured in Blue Vault’s Q1 2024 Report
ExchangeRight’s REIT was also one of only four NTRs that were ranked in the top “Operating Performance” category, as measured by the 12-month average return on assets and the positive impact of favorable financing in elevating investor returns.
Sealy & Company Receives Second BOMA 360 Certified Building Designation
Sealy & Company proudly announces that Executive Center III, located at 5440 Red Bird Center Drive in Dallas, TX, has received the esteemed BOMA 360 Certified Building designation.
Recent News
W. P. Carey Inc. Completes $2.7 Billion Merger with CPA®:18
W. P. Carey Inc. Completes $2.7 Billion Merger with CPA®:18 August 1, 2022 | W.P. Carey Inc. W. P. Carey Inc. (W. P. Carey,NYSE: WPC), a net lease REIT, today announced the...
ExchangeRight’s Beth Veloz Selected for IPA’s Rising Leaders Council
ExchangeRight’s Beth Veloz Selected for IPA’s Rising Leaders Council August 2, 2022 | ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real...
What the GDP Numbers and Rate Increase Mean for CRE
What the GDP Numbers and Rate Increase Mean for CRE August 1, 2022 | Marcus & Millichap In this video, John Chang (Senior Vice President, Director Research Services for...
3 Ways to Improve Your Marketing Execution
3 Ways to Improve Your Marketing Execution July 30, 2022 | Cherie Fournier | Marketing Intent When most people think of marketing, they think of the creativity that goes...
CPA®:18 – Global Announces Stockholder Approval of Merger with W. P. Carey Inc.
CPA®:18 – Global Announces Stockholder Approval of Merger with W. P. Carey Inc. July 27, 2022 | CPA-18 Global Corporate Property Associates 18 – Global Incorporated...
Gladstone Commercial Corporation Announces Five-Year Lease at Austin, TX Office Building
Gladstone Commercial Corporation Announces Five-Year Lease at Austin, TX Office Building July 28, 2022 | Gladstone Commercial Corporation Gladstone Commercial Corporation...
More articles…
Nontraded REIT Share Online Auctions – Update on July 2016 Article
After the publication (published July 18, 2016) of our recent Insights article on auction sites for nontraded REIT shares, we received requests for more information about other options for investors. We have updated our listing to include several other potential contacts for investors seeking competitive pricing for shares in secondary markets. These companies include a new online auction site (CFX Markets) as well as other companies that act as intermediaries between shareholders and potential buyers.
Also included in this list are two companies that engage in third-party tender offers to shareholders in nontraded REITs. Tender offers may be made directly to shareholders if the tendering company obtains a roster of names of all shareholders from the REIT (such provisions are included in bylaws and charters of some companies) or by filing a registered tender offer with the SEC.
Financial advisers’ business models need changing to win over millennial clients: expert
Financial advisers’ business models need changing to win over millennial clients: expert Sep 29, 2016 @ 12:08 pm | By Jeff Benjamin | Investment News Products and services geared toward baby boomers won’t work for the younger generation, according to a...
JLL Income Property Trust Closes $150 Million Credit Facility With Bank of America
JLL Income Property Trust Closes $150 Million Credit Facility With Bank of America September 23, 2016 CHICAGO, IL–(Marketwired – Sep 23, 2016) – JLL Income Property Trust, an institutionally managed, daily valued perpetual life REIT ( NASDAQ : ZIPTAX...
Griffin-American Healthcare REIT IV Acquires Charlottesville Medical Office Building in Virginia
Griffin-American Healthcare REIT IV Acquires Charlottesville Medical Office Building in Virginia GlobeNewswire•September 28, 2016 RICHMOND, Va., Sept. 28, 2016 (GLOBE NEWSWIRE) — American Healthcare Investors and Griffin Capital Corporation, the co-sponsors of...
ADISA Honors Award Winners at 2016 Annual Conference in Las Vegas
ADISA Honors Award Winners at 2016 Annual Conference in Las Vegas GlobeNewswire | September 27, 2016 LAS VEGAS, Sept. 27, 2016 (GLOBE NEWSWIRE) — ADISA, the nation’s largest trade association for the alternative and direct investment space, announced today the...
What items are excluded from the calculation of a nontraded REIT investor’s net worth for the purpose of determining suitability? Click to find out…
What items are excluded from the calculation of a nontraded REIT investor’s net worth for the purpose of determining suitability? Answer: the value of the investor’s home, home furnishings and...
Carter Validus Mission Critical REIT II, Inc. Announces Net Asset Value of $9.07 Per Share of Class A Common Stock and Class T Common Stock
Carter Validus Mission Critical REIT II, Inc. Announces Net Asset Value of $9.07 Per Share of Class A Common Stock and Class T Common Stock September 30, 2016 03:21 PM Eastern Daylight Time TAMPA, Fla.–(BUSINESS WIRE)–The board of directors (the “Board”)...
An Alternative to Alternative Investments
An Alternative to Alternative Investments Article submitted by: Resource As a financial advisor, your goal is to create a well-balanced, sound portfolio for your clients. To accomplish this, you probably ask yourself many questions, including: How can I diversify the...
Realty Finance Trust, Inc. Announces Appointment of Benefit Street Partners as New Advisor
Realty Finance Trust, Inc. Announces Appointment of Benefit Street Partners as New Advisor Benefit Street Partners brings experienced real estate finance team and an institutional credit platform to Realty Finance Trust. Realty Finance Trust investors to realize...
Griffin Capital Essential Asset REIT II Acquires IGT’s North American Gaming and Interactive Headquarters in Las Vegas, Nevada
Griffin Capital Essential Asset REIT II Acquires IGT’s North American Gaming and Interactive Headquarters in Las Vegas, Nevada Thursday, September 29, 2016 3:48 PM UTC | EconoTimes Business EL SEGUNDO, Calif., Sept. 29, 2016 — Griffin Capital Corporation...










